a . start the program tutorial.pdf · 2012. 7. 13. · sharepoint p a g e | 2 5. to create a new...
TRANSCRIPT
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A . Start the Program
1. Click start > Programs > Microsoft Office
2. Click Microsoft SharePoint Workspace 2010
The first time you start up Microsoft SharePoint Workspace, the Account Configuration Wizard
opens and displays a welcome screen.
1. Click Create a new account and then click Next 2. Click Create the account using your e-mail address. 3. Your name for the account and your email address should be displayed. 4. Click Finish.
B. About the Launchbar -- The Launchbar contains two panels, one for creating and managing workspaces, and the other for
managing contacts.
1. The Launchbar opens when you first start up
SharePoint Workspace
a. To open the Launchbar, double-click the
SharePoint Workspace icon in the Windows
notification area, or
b. click the SharePoint Workspace icon and then
click Launchbar.
2. The Workspaces panel displays a list of your
workspaces. You can start activities from the
Workspaces panel as follows:
3. Double-click any workspace to open it. The workspace opens into a viewer that corresponds
with its workspace type. For example, SharePoint and Groove workspaces open in the
Workspace Explorer; shared folders open in a special layout in Windows Explorer.
4. Right-click any workspace to see menu options for managing the workspace. For example,
you can open workspace properties, rename, pause, or delete the workspace, save a workspace
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5. To create a new workspace, on the Home tab, click New and then click the type of workspace
you want to create.
6. The Contacts panel lists all people you have added to your personal list.
C. Getting Started with SharePoint Workspace
We will work with two workspace types:
1. Groove Workspaces
2. Shared Folders.
My Launchbar shows 2 (GROOVE) Workspaces, HS Office
and IT.
One Shared folder (Ken Lukawski)
Double-clicking on the IT Workspace in my Launchbar will bring up the IT Workspace
Parts of the Groove Workspace
1. Tools in this workspace 2. Members in Workspace 3. Invite new members to this workspace
4. Workspace chat transcript 5. Folders in the workspace 6. Content in selected tool
1
2
3
5 6
IT Workspace
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D. Adding Tools to your Workspace
1. Click the Workspace TAB 2. Click the down arrow under the Add icon 3. Select your Classic Tool
a. Lists is not available
E. Creating a Groove Workspace
1. Go to your Launchbar 2. Click on the Home TAB 3. Click New 4. Click Groove Workspace 5. Type a name for the workspace 6. Click Create 7. Add Tools to your Workspace
F. Inviting people to a Groove Workspace
1. Open the Workspace 2. In the Members Pane, type the e-mail address of
the recipient in the Invite to Workspace box
3. Click Go
4. In the Send Invitation box, chose the role of the recipient. Chose Participant
5. Create a message 6. Click Invite
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7. You will then see a composed email in outlook inviting the person with directions.
8. Click Send 9. When you send the invitation, the recipient must open and accept it. 10. You then receive a “confirm acceptance message” 11. Once you confirm the acceptance, the workspace is sent to the new member’s computer. 12. The new member is added to the member list in the workspace.
G. Responding to a Groove Workspace Invitation
1. An invitation to a Groove workspace displays as an alert in the Windows notification area. You might also receive a Groove workspace invitation as a file attachment or link
in an e-mail message.
2. If you receive the invitation as an alert, click the alert to open the invitation. 3. To decline the invitation without opening it, right-click the alert and select Decline.
SharePoint Workspace posts an alert for the sender saying that you have declined the
invitation.
4. If you receive the invitation as an e-mail message, click (refer to picture above) the link presented for accepting the invitation.
5. Do any of the following activities: 6. Click From to see the inviter's contact information. 7. Click Reply to open a message window addressed to the inviter. You might do this if
you want to ask the inviter a question before you accept or decline the invitation.
8. Click Accept, Decline, or Close. 9. Note All invitations received via e-mail require the sender to confirm your acceptance
before the workspace is sent to your computer.
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10. If you click Close, the invitation is stored in your Message History. Choose this option if you are not ready to accept or decline the invitation yet, but you want to dismiss the
invitation alert.
11. If you accept the invitation, you typically see a series of alerts, (lower right corner of the Info Tray) which inform you about the progress of the workspace delivery:
ALERT MEANING
Waiting for "workspace": Waiting to send acceptance...
Waiting for workspace: Waiting to send acceptance
Waiting for "workspace": Sending acceptance...
SharePoint Workspace is sending the invitation acceptance to the sender.
Waiting for "workspace": Acceptance delivered...
The invitation acceptance has left your computer.
Waiting for "workspace": Downloading "workspace," % complete...
SharePoint Workspace is downloading the workspace from the sender's computer. The percentage changes to show the progress of the transmission.
When recipients have been accepted into your Groove Workspace….you will then have the ability
to collaborate using the various Groove Tools.
H. Finding your workspaces in your file system
1. If you are running Windows 7, your workspaces are stored in the Workspaces folder in your User Profile folder.
2. In Windows 7, you must open the Desktop folder to see your User Profile folder.
Ken Lukawski
System folder
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3. Then you can open the User Profile folder to see the Workspaces folder.
4. If you are running Windows XP, your workspaces are stored in the My Computer folder in the section named “Other”.
I. Features and limitations of accessing SharePoint Workspace content directly in your file
system.
1. Only SharePoint workspaces and 2010 Groove workspaces appear in the Workspaces folder. Additionally, SharePoint workspaces appear only if they contain at least one
document library, and Groove workspaces appear only if they contain at least one
Documents tool.
2. You can add new folders in the Workspaces folder, but you cannot add new data files. 3. You cannot copy and paste or drag and drop files between workspace folders and your
file system.
4. You can open any type of document by double-clicking it in a workspace folder in your file system. Additionally, if you are using Microsoft Office Word 2010, Excel 2010, or
PowerPoint 2010, you can use the File Save As or File Open commands in these
applications to save or open documents in workspace folders in your file system.
5. You can rename, edit, or delete documents if your role in the workspace has the required permissions.
J. To delete an account:
1. On the File tab, click Info, click Manage Account, and then click Account Preferences. 2. Click the Account tab. 3. Click Delete. 4. Click Yes to confirm that you really want to delete this account. The account is
immediately deleted from this computer.
5. Note The account will NOT be automatically deleted from other computers on which you have the account.